SRI DEEP MADHAVANANDA ASHRAM INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

RONALD BARRETT

Phone

7032998946

Tax Period

2023-01-01 to 2023-12-31

SRI DEEP MADHAVANANDA ASHRAM INC, founded in 1997, is a community nonprofit in the Religion sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 2294% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 95% operating margin.

Mission

YOGA IN DAILY LIFE IS A NONPROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED TO BRINGING THE BENEFITS OF YOGA AND MEDITATION TO ALL. THE YOGA IN DAILY LIFE SYSTEM IS PRACTICED BY ALL WALKS OF LIFE, REGARDLESS OF AGE OR LEVEL OF PHYSICAL ABILITY.

Program Service Accomplishments

Program 1

Expenses: $63,942

TO ENCOURAGE THIS STUDY AND PRACTICE YOGA FOR FOSTERING PHYSICAL AND MENTAL HEALTH ACCORDING TO YOGA VEDANTA PHILOSOPHY, TEACHINGS, AND SUPPORT INDIGENT PEOPLE PARTICULARLY IN EMERGENCY AREAS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,622

Program Service Revenue $18,288

Investment Income $1,307,920

Other Revenue $27,793

TOTAL REVENUE $1,362,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,942

Other Expenses $70,024

TOTAL EXPENSES $70,024

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,362,623	$56,927	+22.9%
Expenses	$70,024	$72,109	0.0%
Net Income	$1,292,599	$-15,182	-86.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD BARRETT	PRESIDENT &	N/A	Officer Director	$0	$0	$0
TANJA CIRIC	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
TANJA CIRIC	TREASURER	N/A	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,362,623	$70,024	$1,809,209	$1,292,599
2022	$56,927	$72,109	$516,623	$-15,182
2021	$54,505	$72,015	$541,825	$-17,510
2020	$47,830	$73,168	$559,334	$-25,338
2019	$73,288	$90,209	$594,669	$-16,921
2018	$85,793	$100,814	$611,535	$-15,021